Migrate from Captorra to monday CRM

Captorra leads map directly to Monday CRM Lead board items. Each lead record becomes an item; standard lead properties (name, email, phone, source) become corresponding column values. Monday column types (text, email, phone) are created to match Captorra field types before migration runs.

Captorra contact records map to Monday CRM Contact board items. The contact's name, email, phone, address, and firm affiliation become column values. If a contact has no associated matter, they land as a standalone Contact item; contacts linked to matters reference the matter item via a relation column.

Captorra's Matter object has no direct Monday CRM equivalent. We create a dedicated 'Matters' board where each matter becomes an item. Matter properties (case number, case stage, responsible attorney, case type, status) map to custom columns. Stage names are value-mapped to Monday status-column values that your team defines.

Captorra referral records (referral source, referral type, referring party) have no native Monday CRM counterpart. We create a Referrals board or add a 'Referral Source' custom column to the Lead board. Custom column type matches the referral data format — text for free-form sources or dropdown for structured referral categories.

Captorra's ROI tracking fields (case value, expected payout, settlement amount) require custom numeric columns in Monday CRM. We add a 'Case Value', 'Expected Payout', and 'Settlement Amount' column to the Matters board as number-type columns. Currency formatting is preserved from Captorra.

Documents attached to Captorra matters are re-uploaded to Monday's file storage and linked to the corresponding matter item. For files that cannot be re-uploaded due to size, we store the original Captorra file URL in a text column so the file remains accessible pending re-upload.

Captorra activity history (call logs, email threads, case notes) migrates as updates on the corresponding Monday item. Original timestamps and author names are preserved in the update body. If activities have sub-records (e.g., multiple call entries), they become Monday subitems attached to the parent matter.

Captorra owner and attorney assignments resolve by email match to Monday CRM workspace members. Unmatched owners are flagged before migration — your team either invites them to Monday first or assigns their records to a fallback assignee. The assignee column type is used to link matters and leads to responsible team members.

Every Captorra custom property on a matter record requires a matching Monday CRM column. We audit your Captorra custom field list before migration, create each column in the appropriate Monday board, and map values during the load phase. Dropdown-type custom properties in Captorra become Monday dropdown columns with matching options.

Captorra allows a contact to关联多个 matters (N:M relationship). Monday CRM's relation column supports connecting one item to another. We create relation columns on both the Contact and Matter boards to preserve the full association graph — the matter item links to its contacts, and each contact item links back to their associated matters.